See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,278 | $74,888+74.0% | $71,209+83.0% | $142,382-8.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.73% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,731 | $2,854+205.9% | $2,721+220.9% | $4,299+103.1% |
| Participant deferral / active EE | $3,742 | $4,454-16.0% | $4,175-10.4% | $6,507-42.5% |
| Admin fee / account holder | $22,511 | $5,568+304.3% | $5,349+320.9% | $12,624+78.3% |